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AI glasses hit inflection point for volume growth
Margin traders add 26 AI concept stocks as AI glasses shipments double by 2026.
In brief
Margin traders add 26 AI concept stocks as AI glasses shipments double by 2026. Margin traders bought 26 AI glasses concept stocks in China's A-share market over the past week, with TCL Technology, Rockchip and Quectel seeing the largest net buying. Originally reported by BigGo Finance.
AI glasses shipments double by 2026
TrendForce estimates global AR glasses shipments will double from 620,000 units in 2025 to 1.31 million units in 2026, a 111.1% year-over-year increase.
Meta, Alibaba roll out new AI glasses
Meta's Ray-Ban Meta Audio, third-generation Ray-Ban Meta, and Meta Adventurer launched at Connect conference, while Alibaba released AI glasses N1 and N1 Pro with 50-megapixel cameras.
China's smart glasses subsidy program
Smart glasses included in China's national subsidy program in December 2025, with Shanghai and Shenzhen's Bao'an district rolling out industrial support policies.
Margin traders add 26 concept stocks
Margin traders added positions in 26 AI glasses concept stocks over the past week, with TCL Technology, Rockchip and Quectel seeing the largest net buying.
TCL Technology net buying surge
TCL Technology received 147 million yuan (approximately $22.0 million) in leveraged buying from margin traders over the past week.
Rockchip and Quectel net buying
Rockchip and Quectel saw net buying of 119 million yuan (approximately $17.8 million) and 96 million yuan (approximately $14.4 million), respectively.
Institutional earnings forecasts
Consensus forecasts project 32 AI glasses concept stocks could double earnings in 2026, with Biwin Storage's net profit expected to surge nearly 13-fold.
Buyback wave by Zhongji Innolight
Zhongji Innolight announced plans to cancel nearly 5 billion yuan (approximately $747.4 million) worth of repurchased shares through a board meeting on October 29.
Eoptolink and other buybacks
Eoptolink Technology proposed up to 1 billion yuan (approximately $149.5 million) in share buybacks, while others proposed between 100 million and 500 million yuan.
China's smart glasses market decline
China's smart glasses shipments dropped 8% year-over-year in Q2 2026, with audio-focused glasses sales down 35.4%.
Meta dominates global market
Meta accounted for 85.2% of global AI glasses shipments in 2025, with Rokid and Xiaomi at 3.9% and 3.5%.
AI glasses concept stocks surge
12 smart glasses supply chain companies reported pre-announced growth or narrowed losses in first-three-quarters results, with Allwinner Technology's net profit up 129.85% year over year.
AI glasses market reshuffling
AR/ER glasses with enhanced AI capabilities grew 123% over Q2 2026, indicating market shift toward higher-function products.
Here's the gist
Margin traders bought 26 AI glasses concept stocks in China's A-share market over the past week, with TCL Technology, Rockchip and Quectel seeing the largest net buying.
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